🎇Notification Settings
Change whether you receive Client Portal notifications via text, email, both, or neither. Â These texts and/or emails will notify you when there is something on your account that needs your attention, such as a signature on a document.
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Click on the client's name at the very top of the list.  |
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Use the buttons in the Notification section to turn notifications on or off.    |
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Off |
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On |
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